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Home > Institutional Investor > Westfuller Advisors, Llc > Profile

Instuitional Investor - Westfuller Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Westfuller Advisors, Llc
Portfolio Value $157,384,484
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 153,763 $15,425,505 9.8%
2.
Ishares Trust
 IEF 99,729 $9,663,740 6.14%
3.
Ishares Trust
 IEF 16,094 $9,474,150 6.01%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 14,872 $8,013,447 5.09%
5.
Ishares Tr - CORE MSCI EAFE
 98,529 $6,924,628 4.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)